Latest Institutional Purchases of Dominion Energy, Inc (D)
This list provides information on the latest institutional transactions involving Dominion Energy, Inc (D) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
329New |
$17.3K - $20K
|
329
$17.9K
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
319+ 3.26% |
$16.8K - $19.4K
|
10.1K
$550K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
314New |
$16.5K - $19.1K
|
314
$17.1K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
305+ 3.07% |
$16.1K - $18.6K
|
10.2K
$558K
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
303+ 2.21% |
$15.9K - $18.5K
|
14K
$764K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 175.44% |
$15.8K - $18.3K
|
471
$25.7K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
299+ 11.67% |
$15.7K - $18.2K
|
2.86K
$156K
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
295New |
$15.5K - $18K
|
295
$16.1K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
294+ 1.89% |
$15.5K - $17.9K
|
15.8K
$863K
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
294+ 2.57% |
$15.5K - $17.9K
|
11.7K
$641K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
289New |
$15.2K - $17.6K
|
289
$15.8K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
283+ 3.31% |
$14.9K - $17.2K
|
8.84K
$482K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
282New |
$14.8K - $17.2K
|
282
$15.4K
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
276+ 2.28% |
$14.5K - $16.8K
|
12.4K
$676K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
271+ 4.28% |
$14.3K - $16.5K
|
6.6K
$360K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
263New |
$13.8K - $16K
|
263
$14.3K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
263+ 3.83% |
$13.8K - $16K
|
7.13K
$389K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
262New |
$13.8K - $16K
|
262
$14.3K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
260+ 100.39% |
$13.7K - $15.8K
|
519
$28.3K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
258+ 6.72% |
$13.6K - $15.7K
|
4.1K
$224K
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
257+ 3.04% |
$13.5K - $15.7K
|
8.7K
$475K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
257+ 2.26% |
$13.5K - $15.7K
|
11.6K
$634K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
247+ 1.5% |
$13K - $15K
|
16.8K
$914K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
243+ 1.76% |
$12.8K - $14.8K
|
14.1K
$768K
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
243+ 1.61% |
$12.8K - $14.8K
|
15.3K
$836K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
242+ 1.55% |
$12.7K - $14.7K
|
15.9K
$866K
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
240+ 2.84% |
$12.6K - $14.6K
|
8.68K
$474K
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
240+ 6.38% |
$12.6K - $14.6K
|
4K
$218K
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
237+ 5.81% |
$12.5K - $14.4K
|
4.32K
$235K
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
228+ 2.38% |
$12K - $13.9K
|
9.82K
$536K
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
219+ 1.59% |
$11.5K - $13.3K
|
14K
$762K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
217+ 16.86% |
$11.4K - $13.2K
|
1.5K
$82K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
212+ 5.98% |
$11.2K - $12.9K
|
3.76K
$205K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
200+ 0.02% |
$10.5K - $12.2K
|
991K
$54.1M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
198+ 5.38% |
$10.4K - $12.1K
|
3.88K
$212K
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
189+ 2.02% |
$9.95K - $11.5K
|
9.56K
$522K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
184+ 4.53% |
$9.68K - $11.2K
|
4.25K
$232K
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
175+ 2.25% |
$9.21K - $10.7K
|
7.96K
$434K
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
168+ 1.6% |
$8.84K - $10.2K
|
10.6K
$581K
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
164+ 2.92% |
$8.63K - $9.99K
|
5.77K
$315K
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
153+ 3.21% |
$8.05K - $9.32K
|
4.91K
$268K
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
152+ 2.68% |
$8K - $9.26K
|
5.83K
$318K
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
145+ 2.26% |
$7.63K - $8.83K
|
6.57K
$359K
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
145New |
$7.63K - $8.83K
|
145
$7.91K
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
144+ 3.75% |
$7.58K - $8.77K
|
3.98K
$217K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
140+ 0.91% |
$7.37K - $8.53K
|
15.5K
$846K
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
139+ 2.72% |
$7.32K - $8.47K
|
5.24K
$286K
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
136New |
$7.16K - $8.29K
|
136
$7.42K
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
136+ 1.78% |
$7.16K - $8.29K
|
7.78K
$424K
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
125+ 3.06% |
$6.58K - $7.62K
|
4.21K
$229K
|